Congress Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
23,769
+2,578
| +12% | +$231K | 0.02% | 541 |
|
|
2025
Q1 | $1.61M | Buy |
21,191
+13,727
| +184% | +$1.04M | 0.02% | 537 |
|
|
2024
Q4 | $577K | Buy |
7,464
+270
| +4% | +$20.9K | 0.01% | 606 |
|
|
2024
Q3 | $525K | Buy |
7,194
+3,669
| +104% | +$268K | 0.01% | 631 |
|
|
2024
Q2 | $212K | Buy |
+3,525
| New | +$212K | ﹤0.01% | 699 |
|